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全球頂尖投資人與避險基金的最新股票投資組合

名稱 AUM AUM
成長率
AUM
成長率%
季度
估算報酬率
3年
估算報酬率
持股 投資組合週轉率 平均持有
期間(年)
CapWealth Advisors
1851
CapWealth Advisors
Tennessee
US$5.69億 -US$4034萬 -7% 13.2% 152% 117 19.66% 3.8
Cardan Capital Partners
1852
Cardan Capital Partners
Colorado
US$5.69億 -US$6932萬 -11% 10.7% 64% 209 35.89% 1.3
Executive Wealth Management
1853
Executive Wealth Management
Michigan
US$5.68億 – – 8.2% 18.4% 927 – 0
TRUE Private Wealth Advisors
1854
TRUE Private Wealth Advisors
Oregon
US$5.67億 -US$1.44億 -20% 9.52% 89.2% 1,109 79.98% 1.7
Ensemble Capital Management
1855
Ensemble Capital Management
California
US$5.67億 -US$4063萬 -7% 16.4% 36.2% 31 19.35% 3.4
Osborn Williams & Donohoe
1856
Osborn Williams & Donohoe
Ohio
US$5.67億 -US$7642萬 -12% 10.5% 23.7% 237 9.7% 4.2
Dorsey & Whitney Trust
1857
Dorsey & Whitney Trust
South Dakota
US$5.66億 -US$7878萬 -12% 11.8% 86% 454 24.89% 2.9
Fulton Breakefield Broenniman
1858
Fulton Breakefield Broenniman
Maryland
US$5.66億 -US$7696萬 -12% 9.57% 76% 114 9.65% 3.3
BPM
1859
Bowling Portfolio Management
Ohio
US$5.65億 -US$1.49億 -21% 16.3% 45.7% 436 48.39% 1.6
Independent Advisor Alliance
1860
Independent Advisor Alliance
North Carolina
US$5.65億 +US$943萬 +2% 11.1% 149% 492 40.24% 1.1
EA
1861
Echinus Advisors
New York
US$5.65億 -US$1807萬 -3% 12.8% 91.4% 10 20% 1.5
Garde Capital
1862
Garde Capital
Washington
US$5.65億 -US$3014萬 -5% 9.75% 67.6% 173 8.67% 2.6
CFIC
1863
City Financial Investment Company
United Kingdom
US$5.62億 -US$25.3億 -82% 1.23% – 191 55.5% 0.4
Vicus Capital
1864
Vicus Capital
Pennsylvania
US$5.62億 -US$6050萬 -10% 11.6% 67% 243 14.81% 2.9
Corient Capital Partners
1865
Corient Capital Partners
California
US$5.61億 -US$3966萬 -7% 12.1% 39.2% 327 29.66% 1.6
CC
1866
Cornerstone Capital
California
US$5.61億 -US$9688萬 -15% 10.8% 102% 83 10.84% 3.9
Capital Investment Services of America
1867
Capital Investment Services of America
Wisconsin
US$5.61億 -US$1.05億 -16% 11.8% 74.2% 74 10.81% 4
Provident Investment Management
1868
Provident Investment Management
Michigan
US$5.6億 -US$1.44億 -20% 13.6% 90.8% 61 6.56% 3.7
YHB Investment Advisors
1869
YHB Investment Advisors
Connecticut
US$5.6億 -US$1.03億 -16% 11.7% 96.2% 201 16.92% 3.8
Hilton Capital Management
1870
Hilton Capital Management
New York
US$5.59億 -US$1.1億 -16% 8.36% 58.2% 366 27.87% 0.8
GenTrust
1871
GenTrust
Florida
US$5.59億 -US$6415萬 -10% 9.33% 58.9% 111 35.14% 1.2
Cornerstone Advisors (Washington)
1872
Cornerstone Advisors (Washington)
Washington
US$5.59億 +US$4.04億 +262% 13.5% 24.3% 1,339 21.21% 2.8
BTC Capital Management
1873
BTC Capital Management
Iowa
US$5.58億 -US$2726萬 -5% 11.7% – 189 19.05% 2
Sound Point Capital Management
1874
Sound Point Capital Management
New York
US$5.58億 -US$7079萬 -11% 13.9% 61.5% 42 54.76% 0.8
Exane Derivatives
1875
Exane Derivatives
France
US$5.57億 +US$2403萬 +5% 11.3% 42.7% 771 22.7% 1.7